Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Healthcare PMS vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
InCred Capital - Healthcare PMS
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.22%
5.68%
6 Months
14.78%
10.98%
1 Year
3.60%
10.72%
3 Years
26.42%
15.83%
5 Years
15.65%
13.58%
Since Inception
19.18%
14.48%
Fund Age
5 yrs 5 mo
21 yrs 11 mo
AUM
₹730.87 Cr
₹8.51 Cr
Alpha – 1 Year
0.62%
6.00%
Alpha – 3 Years
14.53%
3.74%
Information Ratio – 3 Years
0.84
0.71
Volatility – 1 Year
21.03%
16.38%
Volatility – 3 Years
18.57%
14.45%
Beta – 1 Year
0.98
0.87
Beta – 3 Years
0.72
0.89
Sharpe Ratio – 1 Year
0.01
0.33
Sharpe Ratio – 3 Years
1.08
0.72
Worst Rolling Year
8.04%
-12.28%
Value at Worst Rolling Year
₹1.08 Cr
₹0.88 Cr
Deepest Drawdown
−22.15%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
26.18%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
L 11% · M 7% · S 82%
L 23% · M 15% · S 43%
Number of Stocks
17
30
Portfolio P/E
52.34
39.84
Top 5 Holdings
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%